What We Do
Most businesses at the $5M+ level need a full finance team. We deliver exactly that: tax strategy, outsourced accounting, CFO advisory, payroll, M&A preparation, and financial reporting, all in one seamlessly integrated service. When everything works together, the value compounds.
Book Your Strategy Callintegrated services. One team. One relationship. One monthly retainer that replaces an entire finance department.
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Tax Strategy
We shape what happens next.
Most CPAs engage once a year, see the final numbers, and minimize what they can. Our tax strategy is built year-round, informed by your real-time financials, and designed to reduce your liability while funding your next move. At the $5M+ level, the difference between reactive and proactive tax strategy is measured in hundreds of thousands of dollars annually.
What's Included
Results based on aggregate client outcomes 2019–2024. Individual results vary.
WHY YOUR TAX RATE MAKES THIS URGENT
24–32%
32–37%
37%+
At the $5M+ level, every dollar of proactive tax strategy is worth more. The math compounds in your favor.
IN-HOUSE CFO
$200K–$350K
Annual cost
One person
On your team
April only
Engagement window
Compliance focused. Backward looking.
STRIV CFO ADVISORY
Fraction
Of the in-house cost
Full team
Behind every decision
Every month
Year-round partnership
Strategic. Proactive. Always on.
CFO-level thinking without the CFO-level commitment.
CFO Advisory
Executive-level financial thinking without the executive-level salary.
A full-time CFO costs $250K or more annually. But the strategic oversight a CFO provides, including cash flow forecasting, financial modeling, growth planning, and investor readiness, is exactly what a scaling business needs to make the right decisions at the right time. We deliver that thinking as part of your integrated finance department, available every month of the year.
What's Included
Outsourced Accounting
TAC accounting | Timely, Accurate, and Complete | The foundation everything else is built on.
While clean books are a compliance requirement, they're also the data layer that enables proactive tax strategy, CFO-level decisions, and exit preparation. Our outsourced accounting team operates at every level, including bookkeeping, controller oversight, and strategic reporting, scaling with your business as your needs change. And because we provide external oversight, you eliminate the internal fraud risk that comes with in-house-only accounting.
What's Included
TAC
ACCOUNTING STANDARD
The data foundation that makes proactive tax strategy possible
Timely
Books closed by the 15th of every month. Decisions made based on current data.
Accurate
Every number gets reviewed, reconciled, and verified before it informs a single business decision.
Complete
We offer a full financial picture every single month.
Without TAC accounting, proactive tax strategy is impossible. This is where it starts.
WHY EXTERNAL OVERSIGHT MATTERS
Fraud happens when opportunity strikes. Research shows that three elements must be present for fraud to occur: financial pressure, rationalization, and opportunity. Business owners control one of those three. Outsourced accounting eliminates opportunity entirely because no single internal employee controls both the books and the oversight.
Financial Pressure
Rationalization
✕ Opportunity — eliminated
HOW IT WORKS
No errors. No late filings. No penalties.
Payroll
Reliable, compliant payroll that runs without you thinking about it.
Payroll errors are expensive. Late filings create penalties. Misclassified employees create liability. At the $5M+ level, payroll is a legal and financial risk surface that needs expert management. We handle payroll processing, tax filings, and compliance across all jurisdictions so you can focus on running your business.
What's Included
M&A Preparation
The businesses that sell for premium valuations didn't start preparing six months before the sale.
Whether your exit is happening soon or is years out, the financial story you build today determines the multiple you command tomorrow. We work with business owners who are building toward a transaction, whether that's a full sale, a partial exit, a merger, or a recapitalization, to ensure the books are clean, the entity is structured correctly, and the financial narrative is documented and defensible.
What's Included
STRATEGIC EXIT PATHWAY
Understand your current position and exit timeline
Restructure for maximum sale value and tax efficiency
Build the narrative that commands a premium valuation
Walk away having built something worth selling
Businesses that plan early sell for 2-4x more than those that don't.
Businesses that plan early sell for 2-4x more than those that don't.
Financial Reporting
You can't steer a business you can't see clearly.
Monthly financial reporting is your business's instrument panel. We deliver reporting that goes beyond the standard P&L and balance sheet to give you a real picture of performance, trajectory, and risk. Every report is built around your specific KPIs and delivered with the strategic context that turns numbers into decisions.
What's Included
Ready To Talk
That's the Striv difference. A fully-integrated finance department that knows your business, your goals, and your numbers every day of the year.
Book Your Strategy Call30 minutes. No pitch. No obligation.
